What Issues Should I Consider When Dealing With High Inflation?

August 12, 2022 // By Melissa Joy, CFP®, CDFA®
What Issues Should I Consider When Dealing with High Inflation?

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our gas tank. Although inflation is a totally valid concern, we always recommend focusing on the aspects of your financial plan that you can control. You…

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Episode 90:Year-End Financial Planning Moves with Hannah Near

November 16, 2021 // By Melissa Joy, CFP®, CDFA®
Episode 90:Year-End Financial Planning Moves with Hannah Near

In this episode, Melissa Fradenburg, and Hannah Near, CFP, ® CPA discuss what you can do in the last 5 weeks of the year to get your finances in order. We all know how chaotic this time of year can become with the holiday season approaching. Hannah shares valuable insight on things we should review…

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